401(k) · DOL Form 5500 · 2024

Grove Street Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
36
Participants Small participant base
72nd
Percentile by assets National rank
$604,605
Avg per participant High balance/head
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Official DOL plan name: Grove Street Advisors 401(k) and Profit Sharing Plan · Sponsored by Grove Street Advisors, LLC · Massachusetts · Finance & Insurance

$22M in assets, 36 participants

Grove Street Advisors, LLC's Grove Street Advisors 401(k) and Profit Sharing Plan reported $22M in total assets and 36 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #4,906 in Finance & Insurance (8,549 peers)

Grove Street Advisors, LLC multi-year trail

Grove Street Advisors, LLC's plans moved +48.7% in assets from 2022 to 2024; this filing shows Grove Street Advisors 401(k) and Profit Sharing Plan at $22M / 36 participants.

#4,906
in Finance & Insurance (8,549 peers)
+18.9%
assets growth YoY

Grove Street Advisors 401(k) and Profit Sharing Plan's outsized position by total assets

Grove Street Advisors 401(k) and Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$21,765,790 Top 28% higher than 72% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Grove Street Advisors 401(k) and Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grove Street Advisors 401(k) and Profit Sharing Plan is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grove Street Advisors 401(k) and Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Grove Street Advisors 401(k) and Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Grove Street Advisors 401(k) and Profit Sharing Plan reported participants fell from 38 in the plan year 2023 filing to 36 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 043407430 · Grove Street Advisors, LLC PY 2024 · 401(k)

Grove Street Advisors 401(k) and Profit Sharing Plan · $22M · 36 · 72nd

  • PCT $22M
  • EIN 36
  • RANK 72nd
  • PHOTO 401(k)
  • IND near Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan
  • EOY ind #4906

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Massachusetts →

Grove Street Advisors 401(k) and Profit Sharing Plan in the asset neighbourhood

Grove Street Advisors 401(k) and Profit Sharing PlanGrove Street Advisors 401(k)…$22MChesapeake Sprinkler Company, Inc. 401(k) Retirement PlanChesapeake Sprinkler Company…$22M403(b) Thrift Plan for Employees of Ki Bois Community Action Foundation, Inc.403(b) Thrift Plan for Emplo…$22MBrillient Corporation 401(k) PspBrillient Corporation 401(k)…$22MCardiothoracic & Vascular Surgical Associates, PA 401(k) PlanCardiothoracic & Vascular Su…$22M
End-of-year total assets ($M) among Grove Street Advisors 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Grove Street Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Grove Street Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$22M 48.74683715153141% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.6M $21.8M ▲ +48.8%
Year Plans Participants Total Assets
2022 1 36 $15M
2023 1 38 $18M
2024 1 36 $22M

Grove Street Advisors, LLC filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN043407430
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Grove Street Advisors 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Grove Street Advisors 401(k) and Profit Sharing Plan, Total assets ($B): 0.02176579 · Participants: 36Grove Street Advisors 401(k) and Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Grove Street Advisors 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Grove Street Advisors 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Grove Street Advisors 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan in MD ($22M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Grove Street Advisors 401(k) and Profit Sharing Plan assets move in 2024? ▼
Grove Street Advisors 401(k) and Profit Sharing Plan grew sharply - up 18.9% during 2024, from $18M to $22M. Reported net income was $3M.
How have Grove Street Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grove Street Advisors, LLC's sponsor-wide assets grew 48.7%, from $15M to $22M.
Which 401(k) plans are similar in size to Grove Street Advisors 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chesapeake Sprinkler Company, Inc. 401(k) Retirement Plan in MD ($22M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Grove Street Advisors 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (36 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043407430.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.